Client Services Associate, London at Partners Capital
London, England, United Kingdom -
Full Time


Start Date

Immediate

Expiry Date

05 Sep, 25

Salary

0.0

Posted On

06 Jun, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Good communication skills

Industry

Financial Services

Description

London
Position Responsibilities
We are looking for someone to help coordinate investment execution activities for a range of clients, and help build our operational processes and procedures, supporting the Investment Principals and the Partners who manage client relationships.
The candidate will be an integral member of the global Operations team and will report directly to the Principals in the Client Services department. The role has a wide-ranging remit and involves working with both the broader Operations and Investment teams across all offices. The role is not client facing, all client relationships are managed by the Investment Principals and Partners, however strong communication skills are required for frequent interactions with a multitude of third parties with whom we liaise such as trustees, company directors, financial advisors, tax advisors, fund administrators, fund managers, custodians, banks, brokers, and the Executive Assistants to HNWI clients whilst assisting with the management of our client’s portfolios.
The candidate should be hardworking and comfortable working in an extremely fast-paced environment. They must be able to interact with colleagues and third parties, prioritising and completing multiple tasks and meeting deadlines. The successful applicant should be ready for wide-ranging responsibilities in multiple areas and will be expected to be flexible and willing to do whatever it takes to contribute to the firm’s continued success.
You will be responsible for ensuring all information security processes, policies and procedures are adhered to and any issues or concerns are raised with the Cyber Security team. You will ensure full compliance with all local data protection regulations and privacy controls, and any related issues are raised via the appropriate channels.

Responsibilities

Please refer the Job description for details

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